Tax Planning: We guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities. Our expertise, experience, analysis, and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws.
Tax Management: We help you plan for upcoming liabilities, calculating estimated tax payments so you don't underpay or overpay. This includes income from self-employment, interest, dividends, alimony, rent, gains from the sale of assets, prizes and awards. You also may have to pay estimated tax if the amount of income tax being withheld from your salary, pension, or other income is not enough.
Tax Compliance: In April 2014, the GAO released a study that showed 17 of 19 "paid tax preparers" made errors, 15 of which were more than the correct refund amount. When other firms state, "We can get more of your money back," they likely are making promises that are not only illegal, but often exposes you to noncompliance pentalties, fees and interest. We have the experience, tools and knowledge to make sure your return is correct, allowing you to move forward with peace of mind.